We use a three step process in developing you advice.
Identify goals & objectives
As we work with individuals and families, we expect them to take ownership of their goals and objectives. The initial collaboration requires that you work through a worksheet so that we can understand you and your needs.
Balancing risk & exposure
Investment risk cannot be avoided but can be managed within the asset allocation process. MST’s collaboration process asks you to complete a risk profiling questionnaire. We use your responses to help determine our advice for you.
Implementing a portfolio plan
We strive to deliver financial advice that provide simplicity, transparency and direct ownership of assets. All advice is in writing to you. We talk to you about the advice in plain English. We regularly report on the outcomes of the advice and revise plans.
What will your advice cover?
We can prepare comprehensive advice statements or advice limited to your specific needs. These include investment management, asset strategies, family financial structures, superannuation, retirement and assisted living arrangements, estate planning, and applying for Centrelink benefits. There is more information on our Services page.
Why is your advice appropriate for me?
What are the risks of your advice?
What are the costs & fees of the advice?
Book An Appointment
You can meet with us in our Wollongong office or most major cities. Or we can video conference using Zoom, Teams or Skype.
We're open Monday to Friday 8:45am - 5:15pm, and Saturday by appointment.